Our Capital Market portfolio of 4 stocks shows an average return of 15% in the last five trading days compared with a 13% return in the Dow during the same period. This portfolio reflects one set of possible stocks expected to outperform if there’s a reasonably quick Coronavirus-recovery.
- Up 10% In The Last Six Months, Does BlackRock Stock Have More Room For Gains?
- Will BlackRock Stock Top The Estimates In Q3?
- BlackRock Stock Topped The Earnings Consensus In Q2
- BlackRock Stock To Beat The Street Expectations In Q2
- BlackRock Stock To Top The Estimates In Q1
- BlackRock Stock Is Undervalued
The top 3 performers within the portfolio in the last 5 trading days were:
- BlackRock (22.4% return)
- E*TRADE (17.3% return)
- TD Ameritrade (11.1% return)
The top 3 performers on Friday were:
- TD Ameritrade (-1.5% return)
- Charles Schwab (-1.6% return)
- BlackRock (-3.9% return)
Portfolio Summary (at market close on Friday March 27)
|Ticker||Market Cap||Stock Price||Return|
|BLK||$67.6 Bil||$434.34||1D: -3.9%||5D: 22.4%||YTD: -13.6%|
|ETFC||$7.5 Bil||$33.98||1D: -5.1%||5D: 17.3%||YTD: -25.1%|
|SCHW||$43.2 Bil||$33.61||1D: -1.6%||5D: 9.3%||YTD: -29.3%|
|AMTD||$18.7 Bil||$34.51||1D: -1.5%||5D: 11.1%||YTD: -30.6%|
Financial Highlights for Top Performer Citigroup
BlackRock’s market cap has declined by $10.2 billion from about $77.8 billion on 12/31/2019 to $67.6 billion now. The company had $14.5 billion in revenue in 2019 from which it derived $4.5 billion in net income and $28.69 in earnings per share.
As a comparison, E*TRADE’s had $2.9 billion in revenue in 2019 from which it derived $1 billion in net income and $3.86 in earnings per share and saw its market cap go from $10.7 billion on 12/31/2019 to the current level of $7.5 billion.
See the Capital Market portfolio for more financial highlights on each portfolio company.
Reminder: Portfolio Performance Hinges on Speedy Recovery
Our dashboard forecasting US COVID-19 cases with cross-country comparisons analyzes expected recovery time-frames and possible spread of the virus.
Further, our dashboard -28% Coronavirus crash vs 4 Historic crashes builds a complete macro picture and complements our analyses of the coronavirus outbreak’s impact.